CRM

How to Detect Sensitive Data at Scale Within your Salesforce Org

Key Takeaways Use Data Detect’s pre-built and custom regex rules to find 20+ types of sensitive Salesforce data. Target scans at object/field levels and exclude classified fields to streamline the process. Get scan notifications, update classifications from results, and export findings via .csv or SOQL. This summary was created with AI and reviewed by an […]

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3 Ways Agentforce 360 for Life Sciences Improves Outcomes from Clinical through Commercial

The challenges facing the life sciences industry are immense: patent cliffs, tariffs, long approval cycles, siloed data, and a workforce still stretched thin. Patients continue to wait for the treatments they need. Providers are still burdened by paperwork and burnout. But for the first time in a generation, life sciences companies have the tools to

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Dashboards Show You What Happened – AI Agents Do Something About It

Key Takeaways Decision-making is bottlenecked by fragmented data, departmental silos, and manual analysis, resulting in missed opportunities. AI agents eliminate bottlenecks, collapsing the gap between insight and action by continuously analyzing data and suggesting next steps in real time. Organizations that act faster on data insights outperform slower, reactive competitors. This summary was created with

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Education Keynote at Dreamforce 2025: What You Need to Know

The education landscape is at a pivotal moment, with institutions facing greater demands to be more connected, efficient, and agile. The Education Keynote at Salesforce’s Dreamforce 2025 conference addressed these challenges head-on and unveiled a new vision for a connected campus powered by agentic AI, data, and a suite of new and upcoming product innovations

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Why the Salesforce Certified Revenue Cloud Consultant Certification is Next Level

Table of contents Meet the Salesforce Certified Revenue Cloud Consultant certification  Showcase your next-level expertise on a fully unified revenue platform Validate your next-level knowledge of an agent-ready, API-first platform Prepare for the certification exam Meet the Salesforce Certified Revenue Cloud Consultant certification  Have you met the Salesforce Certified Revenue Cloud Consultant certification? This exam

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Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At last year’s Dreamforce 2024 conference’s nonprofit keynote, leaders from Salesforce’s nonprofit team shared exciting announcements about innovations to Nonprofit Cloud, and a glimpse of its nonprofit product roadmap plans. Salesforce nonprofit leaders also spotlighted and discussed Agentforce, Salesforce’s (then) newly launched, groundbreaking agentic AI layer, and the various challenges and nonprofit-specific use cases that

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